Benefits

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Principles

Alignment with strategy

  • linking abstract benefits to local strategy
  • awareness of different contexts (records management policy, institutional/teaching strategy, library strategy, etc.)
  • linking low-level benefits (e.g. stabilising a collection) to high-level returns

Different audiences for describing the benefits

  • selecting benefits and language according to the audience (e.g. senior library managers, vs IT managers)

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List of benefits by category

Economic

  • Return on investment

Educational

  • Access
  • Re-use, Re-purpose
  • Opportunity for funding bids
  • Outreach


Organisational

  • Compliance (retention)
  • Reputation
  • Efficiency

Processes

Scenario fit - some of this comes from the "WHO"

1. Gather relevant institutional documents, such as:

  • Institutional strategic plan - mission statements, strategic objectives
  • Departmental service plan and performance indicators

Check how old they are and see if they are relevant. Ask whether you think DP is timely?

AIM: linking low-level objectives with high-level returns (eg preserve this CD, vs make someone's life better)

2. Understand your audiences

  • Different benefits will appeal to different decision makers
  • Different people will talk different languages
  • Different departments will have different objectives that you need to align with (records management policy, institutional/teaching strategy, library strategy, etc.)

3. Carry out an environment scan such as:

  • Case studies of success and failure
  • Benchmark against comparators
  • Identify significant legislation / regulation

Check whether these are helpful Ask whether you think the mood is right?

4. Look up N Beagrie's Benefits Toolkit and use this.

  • consider the results before you present them
  • find an opportunity to present them in terms your organization will understand.

Resources

[Neil Beagrie's Keeping Research Data Safe Benefits Framework| http://www.beagrie.com/KRDS_BenefitsFramework_Guidev3_July%202011.pdf]

[Neil Beagrie's Keeping Research Data Safe benefits toolkit - introduction| http://www.beagrie.com/KRDS_Factsheet_0711.pdf]

[Blue Ribbon Task Force| http://brtf.sdsc.edu/]

[APARSEN survey of Digital Preservation thinking in European Research Libraries| http://www.alliancepermanentaccess.org/wp-content/uploads/downloads/2013/03/APARSEN-REP-D36_1-01-1_0.pdf] see chapter 3

[ESpida Framework - balanced scorecard on digital preservation| http://www.gla.ac.uk/services/library/espida/]

Measuring the Impact of Digital Resources, Tanner http://www.kdcs.kcl.ac.uk/fileadmin/documents/pubs/BalancedValueImpactModel_SimonTanner_October2012.pdf

McKinsey Article on the value of data: 'The need for growth and competitiveness will force companies to build strong digital capabilities. Viewing them as assets rather than additional areas of spending requires a new set of management and financial lenses. Embracing them is a major shift—but one worth making for companies striving to master a still-evolving landscape.' [1]

Benefits Funnel, Grindley http://www.slideshare.net/neilgrindley/digital-preservation-costs-versus-benepasig-dublin-oct-2012-dp-costs-final2 (slide 10)

Communications

The benefits section of the business case should ...